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Banco Santander
SAN

Name Holding Trade Value Shares
Change 		Change in
Stake
MCM
551
Manchester Capital Management
Vermont
$20.4K – – –
JFG
552
JDM Financial Group
Texas
$20.3K – – –
BFPW
553
BOK Financial Private Wealth
Colorado
$20.2K +$18.2K +1,465 New
LI
554
LRI Investments
Florida
$20.2K +$3.21K +259 +22%
OC
555
Oakworth Capital
Alabama
$19.7K – – –
BW
556
Basepoint Wealth
Iowa
$19.3K – – –
CFM
557
Cornerstone Financial Management
Massachusetts
$19.3K +$7.35K +593 +74%
CFD
558
Creative Financial Designs
Indiana
$17.8K – – –
GIA
559
GHP Investment Advisors
Colorado
$16.5K – – –
MNA
560
Manning & Napier Advisors
New York
$15.6K -$3.93K -317 -22%
CSP
561
Cary Street Partners
Virginia
$15.3K +$1.34K +108 +11%
PMFA
562
Plante Moran Financial Advisors
Michigan
$15.1K +$7.11K +574 +111%
GWM
563
Geneos Wealth Management
Colorado
$14.9K +$1.05K +85 +9%
CCWM
564
Cassaday & Co Wealth Management
Virginia
$14.7K +$3K +242 +29%
SWP
565
Strategic Wealth Partners
Ohio
$14.6K – – –
VNA
566
Valley National Advisers
Pennsylvania
$14.4K -$35.9K -2,900 -74%
APW
567
Atlantic Private Wealth
North Carolina
$13.8K – – –
FIM
568
FWL Investment Management
Texas
$13.4K +$644 +52 +6%
JWM
569
JPL Wealth Management
Colorado
$13.4K +$4.2K +339 +54%
SWA
570
SOA Wealth Advisors
New York
$13.2K – – –
HHGA
571
Halbert Hargrove Global Advisors
California
$13.1K +$3.42K +276 +41%
CTA
572
Colonial Trust Advisors
South Carolina
$12.9K – – –
VWA
573
Valued Wealth Advisors
Utah
$12.8K – – –
TCM
574
Triumph Capital Management
Colorado
$12.1K +$4.67K +377 +75%
SHIM
575
Stone House Investment Management
Pennsylvania
$12K +$781 +63 +8%
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